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IBP vs PHM stock comparison

Installed Building Products, Inc. vs PULTEGROUP, INC., two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Installed Building Products installs building products; PulteGroup builds homes, and while IBP earns a higher return on equity, 38.17% against 15.77%, it does so with heavy debt, 1.66 turns, against Pulte's debt-free base. Pulte nets more, 12.14% against IBP's 8.65%, and trades far cheaper, 13.3 times earnings and 2.05 times book against IBP's 24.9 and 9.43. Both convert solid free cash. The pair contrasts a leveraged installer with a scaled homebuilder: IBP's high return leans on borrowed capital turning fast, Pulte's on profitable homebuilding financed by its own balance sheet, and Pulte offers higher margins, less risk, and a much lower multiple, making it the more conservative housing bet.

Comparison updated 2026-07-11.

IBP vs PHM: the numbers

MetricIBPPHM
Price$225.00$124.74
Market cap$6.1B$24.1B
SectorHomebuildersHomebuilders
StageMatureMature
Implied growth (priced in)-1.6%
P/E24.012.1
P/B9.091.86
P/S2.061.43
EV/EBITDA15.2198.6
Revenue growth+0.4%-6.2%
Gross margin32.1%
Operating margin8.7%
Net margin8.7%12.1%
Return on equity38.2%15.8%
Return on assets11.4%11.2%
Return on invested capital15.6%
FCF yield5.2%7.4%
Dividend yield1.4%0.7%
Debt / equity1.660.00
Current ratio3.35
Altman Z (solvency)4.823.69
Piotroski F (quality)5 / 96 / 9
Full IBP report → Full PHM report →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.